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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-19 |
Branch Locations
3120 Sabre Drive Suite 200, Southlake, TX 76092 • United States
20 North Main St Suite 400, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 03/2016 | 06/2018 |
| Newfocus Financial Group, Llc | Vancouver | WA | 07/2018 | 01/2021 |
| Ep Wealth Advisors | Torrance | CA | 01/2021 | 09/2021 |
| Community First Bank/Hfg Trust | Kennewick | WA | 11/2021 | 05/2022 |
| Bluesky Wealth Advisors, Llc | New Bern | NC | 05/2022 | 09/2024 |
| Soltis Investment Advisors Llc | St George | UT | 10/2024 | 01/2026 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-30 |
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